See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,265 | $177,572-80.7% | $154,803-77.9% | $142,382-75.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.92% | 65.07%-45.1pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,118 | $4,810-14.4% | $4,305-4.4% | $4,299-4.2% |
| Participant deferral / active EE | $24,328 | $6,272+287.9% | $5,540+339.1% | $6,507+273.9% |
| Admin fee / account holder | $414 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |